2.1.10 Save New Account

This topic provides instructions to save a new account.

After you have specified all the information that is mandatory for the account, (and any further information, if any, as applicable) click the Save link at the bottom of the Detail screen to save your specifications. The system validates all the information and saves the record into the database. The unit holder ID for the account is generated and displayed if you have not specified it. In case you have input the unit holder ID, the system validates it.

Along with the confirmation details, links to Subscription and IPO transaction screens are also displayed. If you call the transaction screens directly from here, the new Unit holder ID will be defaulted in the transaction screens. Transactions thus saved will be unauthorized and have to be manually authorized. However, if the user has Auto -Authorization roles enabled when a new Unit holder is created and when a transaction is done, both, Unit holder record and transaction will be authorized automatically.

The unit holder account has now been created successfully in the system database. You can now perform any of the following operations:

• Accept a transaction request for the investor immediately and enter it into the system, without authorizing the account.
• Edit any of the details that you have specified for the account, before it is authorized.
• You can have a different user authorize the account.